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Tag: wpforms zoho crm integration

  • WPForms – ZOHO CRM Integration (Types)

    WPForms – ZOHO CRM Integration (Types)

    Purchase $29.00

    WPForms – ZOHO CRM Integration plugin can integrate Contacts, Cases and Leads between your WordPress WPForms and ZOHO CRM. Easily add automatically Contacts, Cases and Leads into ZOHO CRM when people submit a WPForms form on your site.

    Features

    • Easily integrate WPForms form to ZOHO CRM Contact
    • Easily integrate WPForms form to ZOHO CRM Case
    • Easily integrate WPForms form to ZOHO CRM Lead
    • Integrated WPForms form can automatically add your site new form data to ZOHO CRM Contact
    • Integrated WPForms form can automatically add your site new form data to ZOHO CRM Case
    • Integrated WPForms form can automatically add your site new form data to ZOHO CRM Lead
    • Easily map your WPForms form fields to ZOHO CRM Contact, Case and Lead fields
    • Making customer relationship management simple
    • Integrate unlimited WPForms forms

    Installation

    This plugin requires the WPForms plugin.

    WordPress Dashboard
    • Go to ‘Admin’ -> ‘Plugins’ -> ‘Add New’
    • Click on ‘Upload Plugin’
    • Upload ‘WPForms – ZOHO CRM Integration’ plugin zip
    • Activate ‘WPForms – ZOHO CRM Integration’ plugin
    FTP, SFTP, SCP etc…
    • Unzip ‘WPForms – ZOHO CRM Integration’ plugin zip
    • Upload the unzip plugin folder to your ’/wp-content/plugins/’ directory, using your favorite method (ftp, sftp, scp, etc…)
    • Activate ‘WPForms – ZOHO CRM Integration’ plugin

    Configuration

    • Generate Browser Mode authentication token in ZOHO CRM. The guide is here
    • Go to ‘Admin’ -> ‘WPF – ZOHO CRM’ -> ‘Configuration’
    • Instance URL : Add your ZOHO CRM instance URL. Like https://crm.zoho.com, https://crm.zoho.eu, etc…
    • Authentication Token: Add your ZOHO CRM authentication token
    • Click on ‘Save’ button

    Integration

    • Go to ‘Admin’ -> ‘WPF – ZOHO CRM’ -> ‘Integration’
    • You can see list of WPForms Forms
    • Click on edit form icon which you want to integrate form
    • Select a ZOHO CRM module you want to integrate with current form
    • Click on ‘Filter’ button to filter module fields
    • Check ‘ZOHO CRM Integration?’ checkbox if you want to integrate ZOHO CRM
    • Map fields which you want to map
      Note: Bellow module wise fields are required in ZOHO CRM and it must be mapped in Form.
      • Contact: Last Name
      • Case: Subject and Case Origin
      • Lead: Last Name and Company Name
    • Click on ‘Save’ button to map fields
    • Note: Map fields which is creatable in ZOHO CRM module

    Changelog

    1.0.0
 - Initial release
    Purchase $29.00